LaSalle St. Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Sell |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $859K | Buy |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $502K | Hold |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $265K | Buy |
|